Institutional Ownership World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM). We have compiled data on the 484 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $6.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
13,800,000
shares
|
$717 Million
0.51% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,628,887
shares
|
$345 Million
0.03% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
6,556,986
shares
|
$341 Million
9.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$305 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,637,993
shares
|
$293 Million
8.32% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
4,017,429
shares
|
$209 Million
0.76% of portfolio
|
Q3 2024
Added 28.08%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
3,840,498
shares
|
$200 Million
17.06% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$189 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,488,296
shares
|
$181 Million
0.04% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,226,956
shares
|
$168 Million
0.01% of portfolio
|
Q3 2024
Added 43.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,236,024
shares
|
$116 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,141,060
shares
|
$111 Million
0.12% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,889,967
shares
|
$98.2 Million
0.06% of portfolio
|
Q3 2024
Added 5727072.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,864,500
shares
|
$96.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,774,767
shares
|
$92.3 Million
0.04% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,633,683
shares
|
$84.9 Million
5.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,624,903
shares
|
$84.5 Million
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
1,553,777
shares
|
$80.8 Million
0.97% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,471,655
shares
|
$76.5 Million
11.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,432,715
shares
|
$74.5 Million
1.11% of portfolio
|
Q3 2024
Added 1804.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,301,675
shares
|
$67.7 Million
1.05% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,298,609
shares
|
$67.5 Million
0.12% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
1,165,360
shares
|
$60.6 Million
0.66% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,162,135
shares
|
$60.4 Million
18.15% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,145,263
shares
|
$59.5 Million
0.83% of portfolio
|
Q3 2024
Reduced 18.01%
|